Education: Bachelor's degree. Work setting: On-site customer service. Government department and/or agency. Private company, corporation or industry. Tasks: Direct trust account investments. Identify clients' financial goals and objectives. Manage balance sheets and profit/loss statements. Plan, set up and administer accounting systems. Supervise staff. Train staff. Analyze clients' financial records. Arrange training for staff. Ensure accuracy and compliance to accounting standards, procedures and internal control. Prepare financial information for individuals, departments or companies. Develop financial plans for clients. Prepare reports and audit findings. Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning. Prepare financial statements and reports. Recommend improvements to accounting systems and management practices. Develop and maintain cost findings, reporting and internal control procedure. Review and examine financial services and institutions to ensure compliance with governing legislation and regulation. Analyze financial documents and reports. Examine accounting records. Investigate possible unethical conduct or breeches of securities or commodity futures law. Provide financial, business and tax advice. Assist in the planning and execution of financial statement audits. Variance analysis. Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems. Supervision: 5-10 people. Certificates, licences, memberships, and courses : Chartered Professional Accountant (CPA). Computer and technology knowledge: Accounting software. Adagio. MS Excel. MS Windows. MS PowerPoint. MS Outlook. Area of specialization: Financial planning. Risk management. Financial examination. Financial investigation. Financial technology. Accounting. Security and safety: Basic security clearance. Confidential security clearance. Criminal record check. Transportation/travel information: Valid driver's licence. Work conditions and physical capabilities: Fast-paced environment. Work under pressure. Tight deadlines. Attention to detail. Large caseload. Large workload. Personal suitability: Accurate. Client focus. Dependability. Efficient interpersonal skills. Excellent oral communication. Excellent written communication. Flexibility. Initiative. Interpersonal awareness. Judgement. Organized. Reliability. Team player. Ability to multitask. Adaptability. Due diligence. Proactive. Screening questions: Do you have experience working in this field?. Do you have the required certifications listed in the job posting?. Experience: 3 years to less than 5 years. Health benefits: Dental plan. Disability benefits. Health care plan. Paramedical services coverage. Vision care benefits. Financial benefits: Group insurance benefits. Life insurance. Pension plan. Long term benefits: Long-term care insurance. Other benefits: Free parking available. Other benefits. Parking available. Wellness program. Support for Indigenous people: Participates in a government or community program or initiative that supports Indigenous people. Develops and maintains relationships with indigenous communities, indigenous-owned businesses and organizations .